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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,378 | $51,222+4.2% | $70,544-24.3% | $75,173-29.0% |
| Participation rate | 48.0% | 61.0%-13.0pp | 68.4%-20.4pp | 67.2%-19.2pp |
| Annual return | 22.16% | 30.06%-7.9pp | 32.79%-10.6pp | 160.72%-138.6pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,471 | $2,850-48.4% | $4,568-67.8% | $4,126-64.3% |
| Admin fee / account holder | $4 | $4,096-99.9% | $6,427-99.9% | $5,651-99.9% |